Templates / AI invoice agent

AI invoice agent

Unknown

by Rakin Jakaria ✓ · 2,053 views · created 2025-08-26 · Invoice Processing, Multimodal AI

Unknown. This template uses community nodes we can't verify statically. Uses community nodes that can't be verified statically (unverified community packages are off by default in 3.0). Static check, last run 2026-10-19.

What this workflow does

This AI workflow has 11 nodes and runs manually, when you click “Execute workflow”. Along the way it connects Google Sheets, Gmail, OpenAI Chat Model and Craftmypdf (community).

How it runs

Trigger: Manually, when you click “Execute workflow”.

  1. Google Sheets: uses Google Sheets
  2. Filter: keeps only the items that match a condition
  3. Edit Fields (Edit Fields (Set)): sets 7 fields: Invoice ID, Client Name, Client Address…
  4. Loop Over Items (Loop Over Items (Split in Batches)): loops over the items in batches
  5. AI Agent: runs an AI agent, with model: GPT - 4.1 mini
  6. Information Extractor: extracts structured fields from text with AI, with model: GPT - 4.1 mini
  7. Craft My Pdf: work with pdf
  8. Gmail: uses Gmail
  9. Google Sheets: append or update

Services it uses

Google SheetsGmailOpenAI Chat ModelCraftmypdf (community)

Before you upgrade to n8n 3.0

We can't fully verify this one: it relies on 1 community package, and n8n 3.0 turns unverified community packages off by default (N8N_UNVERIFIED_PACKAGES_ENABLED=false).

  • Check that n8n-nodes-craftmypdf is verified or supports 3.0 (used in CraftMyPDF).

Nodes used (10)

From the author

--- 📄 AI Invoice Agent The AI Invoice Agent automates the invoice creation, email delivery, and status tracking process for client billing. It ensures invoices are generated, sent professionally, and updated in Google Sheets with minimal manual work. --- 🔹…

Excerpt from Rakin Jakaria's description on n8n.io.

View the original on n8n.io → Check your own copy

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